Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$269,165
-$43,987 QoQ
Shares Held
3,352
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#860
of 1,278 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. XEL ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,538 | $1,715,323 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
14,446 | $1,686,859 | |
| 3 | DUK |
Duke Energy CORP
|
11,871 | $1,502,631 | |
| 4 | NEE |
Nextera Energy Inc
|
16,697 | $1,465,495 | |
| 5 | SO |
Southern Co
|
9,471 | $906,469 | |
| 6 | ETR |
Entergy Corp /De/
|
6,619 | $760,258 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
6,674 | $541,661 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
3,352 | $269,165 |
All Filings in XEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,165 | 3,352 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $313,152 | 3,942 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $664,149 | 8,992 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $758,593 | 9,406 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $593,082 | 8,709 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $615,448 | 8,694 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $844,135 | 12,502 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $305,604 | 4,680 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $280,823 | 4,536 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||